|
501
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$832
|
–
|
–
|
–
|
|
|
502
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$830
|
+$797
|
+20
|
New
|
|
|
503
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$747
|
–
|
–
|
–
|
|
|
504
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$72.7M
|
-1,860,661
|
Closed
|
|
|
505
|
Charles Schwab
San Francisco,
California
|
–
|
-$44.2M
|
-1,130,982
|
Closed
|
|
|
506
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$14.1M
|
-361,058
|
Closed
|
|
|
507
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$2.86M
|
-73,141
|
Closed
|
|
|
508
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$2.45M
|
-62,767
|
Closed
|
|
|
509
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$1.37K
|
-53,288
|
Closed
|
|
|
510
|
Wealth Management Resources
Smithfield,
Rhode Island
|
–
|
-$579K
|
-14,831
|
Closed
|
|
|
511
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$352K
|
-9,009
|
Closed
|
|
|
512
|
RHS Financial
San Francisco,
California
|
–
|
-$308K
|
-7,891
|
Closed
|
|
|
513
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$281K
|
-7,187
|
Closed
|
|
|
514
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$257K
|
-6,581
|
Closed
|
|
|
515
|
Gleason Group
Prospect,
Kentucky
|
–
|
-$34.9K
|
-894
|
Closed
|
|
|
516
|
Sachetta
Lynnfield,
Massachusetts
|
–
|
-$9.05K
|
-233
|
Closed
|
|
|
517
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$8.51K
|
-218
|
Closed
|
|
|
518
|
Country Trust Bank
Bloomington,
Illinois
|
–
|
-$4.33K
|
-111
|
Closed
|
|
|
519
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$3K
|
-100
|
Closed
|
|
|
520
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$2.96K
|
-76
|
Closed
|
|
|
521
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$1.95K
|
-50
|
Closed
|
|
|
522
|
Castleview Partners
Dallas,
Texas
|
–
|
-$39
|
-1
|
Closed
|
|
